+51.5%
DOCN vs HCA
+11.7%
+39.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.0% | +6.0% | +8.6% |
| 7D | -12.8% | +7.9% | -20.7% | -10.3% |
| 30D | -41.9% | +11.9% | -53.8% | -39.5% |
| 3M | -36.9% | +22.4% | -59.3% | -33.0% |
| 6M | -52.2% | +16.5% | -68.7% | -47.1% |
| YTD | +62.7% | +8.7% | +54.0% | +75.9% |
| All | +51.5% | +11.7% | +39.8% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HCA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling